Accredited Asset Management Specialist ®

I have been in the financial services industry since 2011, and have been a licensed Financial Advisor since 2013. Growing up in Bloomington, IL, home to State Farm insurance, kept the bug of insurance and finance in the back of my mind. However, in 2003, my father passed away and left my mother on her own to raise four boys. While my mom is a hero in so many ways, she didn’t have as deep of an understanding on long term financial planning. In doing research about what was best for her and our family, I started to fall in love with it. I knew that there were so many out there like my mother who had their hands full with their careers and family and looked to someone they could trust to help with the rest.

Administrative Assistant

With a background in education, I’ve built my career on a foundation of service, support, and helping others succeed. After stepping away from the classroom to focus on raising my children, I transitioned into the world of wealth management, where I now bring the same dedication, organization, and care to our clients and team. As an administrative assistant, I’m committed to creating a smooth and efficient experience for everyone we serve—helping ensure both our clients and our team can thrive.